Welcome, Admin!
Overview
This section presents key performance metrics (KPIs) that provide a quick overview of your business health. Monitor the number of new contacts, proposals sent, contracts won, and the overall effectiveness of your team through the conversion rate from prospect to customer.
New Contacts
0
Proposals Sent
0
Contracts Won
0
Conversion Rate
0%
Team Activity
Focus on the productivity and effort of the sales team. Here you can compare the number of companies contacted by each team member, providing insight into who is most active and identifying areas that may need more support to increase outreach.
Companies Contacted per Team Member
Shows the amount of outreach performed.
Sales Pipeline
Visualize the entire sales journey from initial contact to final deal. This funnel analysis helps you identify where prospects most often drop off, calculate conversion rates between stages, and optimize your sales strategy for a smoother flow.
Sales Funnel
From Prospect to Contract.
Lead Analysis
Understand where your best prospects come from and what industries they are in. This section breaks down lead data by acquisition source and industry sector, allowing you to focus your marketing and sales efforts on the most profitable channels and markets.
Leads by Source
Identifies the most effective acquisition channels.
Leads by Industry Sector
Distribution of clients across various industries.